Vishria Bird Financial Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Vishria Bird Financial Group, LLC reported 79 stock positions worth $285.4 million. Its top holding was FedEx (FDX) at 9.4% of the portfolio, followed by Apple (AAPL, 9.2%) and Alphabet Class A (GOOGL, 8.3%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 7 and reduced 32. The biggest buy was Alphabet Class A (GOOGL, shares +139%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q3 2025
Location
MEMPHIS, TN
CIK
0001746438
Portfolio Value
$285.4M (Q4 2024)
SEC Filing
0001746438-25-000003 ↗ filed Jan 21, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $233.6M Q1 2024 Q2 2024: $238.0M Q2 2024 Q3 2024: $263.7M Q3 2024 Q4 2024: $285.4M $285.4M Q4 2024 Q1 2025: $294.4M Q1 2025 Q2 2025: $300.9M Q2 2025 Q3 2025: $509.9M Q3 2025

Holdings 79 stocks · $285.4M
FDX FedEx Corp. 9.38% 95,139 $26.8M No change
AAPL Apple Inc. 9.22% 105,076 $26.3M Reduce -0.6%
GOOGL Alphabet Inc. Class A 8.27% 124,707 $23.6M Add +138.6%
AMZN Amazon.com Inc. 5.75% 74,863 $16.4M Reduce -0.6%
MSFT Microsoft Corp. 5.33% 36,089 $15.2M Reduce -0.8%
IJR iShares Core S&P Small-Cap E 4.68% 115,832 $13.3M Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 4.53% 25,311 $12.9M Reduce -0.6%
BSCW Invesco Bulletshares 2032 CB 4.46% 633,407 $12.7M Reduce -0.1%
PAVE Global X US Infrastructure 4.40% 311,043 $12.6M Reduce -0.5%
TJUL Innovator Equity Defined Pro 3.85% 395,548 $11.0M Reduce -0.8%
BX Blackstone Inc. 3.08% 50,935 $8.8M Reduce -0.2%
BSCT Invesco Bulletshares 2029 CB 2.95% 458,742 $8.4M Reduce -0.3%
TFLO iShares Treasury Floating Ra 2.55% 144,030 $7.3M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.45% 11,952 $7.0M No change
IBIT iShares Bitcoin Trust ETF 2.30% 123,850 $6.6M Reduce -0.4%
VTEB Vanguard Tax-Exempt Bond ETF 2.17% 123,634 $6.2M Reduce -0.6%
BIL SS SPDR BB 1-3M T-Bill ETF 2.10% 65,400 $6.0M Reduce -14.3%
HYMB SS SPDR N Ice HY Muni ETF 2.01% 223,886 $5.7M Reduce -0.8%
BSCV Invesco Bulletshares 2031 CB 1.63% 290,453 $4.7M Reduce -1.1%
BP BP PLC-Spons ADR 1.51% 145,316 $4.3M Reduce -0.4%
SNOW Snowflake Inc. 1.28% 23,629 $3.6M Reduce -0.6%
GOOG Alphabet Inc. Class C 0.87% 12,999 $2.5M No change
CFLT Confluent Inc. Class A 0.86% 88,126 $2.5M Reduce -0.5%
CMF iShares California Muni Bond 0.85% 42,493 $2.4M No change
IYH iShares U.S. Healthcare ETF 0.81% 39,857 $2.3M Reduce -1.3%
USFR Wisdomtree Floating Rate Tre 0.78% 44,046 $2.2M Reduce -0.1%
RSPT Invesco S&P 500 Equal Weight 0.77% 59,040 $2.2M No change
AMPL Amplitude Inc. Class A 0.74% 198,831 $2.1M No change
FSMB First Trust Short Dur Manag 0.63% 90,875 $1.8M Reduce -0.2%
IWB iShares Russell 1000 ETF 0.47% 4,182 $1.3M No change
SGOV iShares 0-3 Month Treasury B 0.41% 11,752 $1.2M Reduce -0.1%
AMP Ameriprise Financial Inc. 0.41% 2,174 $1.2M No change
TSLA Tesla Inc. 0.39% 2,787 $1.1M No change
PMAY Innovator U.S. Equity Power 0.38% 30,411 $1.1M No change
SCHX Schwab US Large-Cap ETF 0.35% 43,335 $1.0M No change
XLY SS Consumer Disc Select Sect 0.32% 4,030 $904K No change
LMBS First Trust Low Duration Opp 0.28% 16,379 $797K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.28% 33,648 $797K No change
FXO First Trust Financial Alphad 0.27% 14,475 $784K Reduce -0.3%
FHN First Horizon Corp. 0.27% 38,320 $772K No change
CVX Chevron Corp. 0.26% 5,220 $756K Reduce -5.4%
HLAL Wahed Ftse USA Shariah ETF 0.25% 13,772 $726K Add +6.2%
COIN Coinbase Global Inc. Class A 0.25% 2,882 $716K No change
PMAR Innovator U.S. Equity Power 0.25% 17,501 $703K No change
ABNB Airbnb Inc. Class A 0.24% 5,236 $688K No change
VTI VG Morningstar TS MKT ETF-US 0.23% 2,289 $663K No change
ORCL Oracle Corp. 0.22% 3,753 $625K No change
WMT Walmart Inc. 0.22% 6,899 $623K Add +10.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.21% 1,401 $596K No change
CAT Caterpillar Inc. 0.20% 1,606 $583K No change
MRK Merck & Co. Inc. 0.20% 5,755 $573K Reduce -0.3%
MDY State Street SPDR S&P Midcap 0.20% 989 $563K Reduce -0.2%
FNDA Schwab Fndmntl US SM Co. ETF 0.20% 18,768 $557K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.17% 17,172 $499K Reduce -9.4%
HD Home Depot Inc. 0.17% 1,230 $478K No change
JPM JPMorgan Chase & Co. 0.16% 1,903 $456K No change
POCT Innovator U.S. Equity Power 0.16% 11,224 $444K No change
SCHF Schwab Intl Equity ETF 0.15% 23,724 $439K Reduce -11.3%
IVW iShares S&P 500 Growth ETF 0.14% 3,964 $402K No change
SCHA Schwab US Small-Cap ETF 0.14% 15,494 $401K No change
XLK SS Technology Select Sector 0.13% 1,586 $369K No change
JNJ Johnson & Johnson 0.13% 2,535 $367K No change
PJUL Innovator U.S. Equity Power 0.13% 8,851 $364K No change
NVDA Nvidia Corp. 0.13% 2,710 $364K No change
AXP American Express Co. 0.12% 1,197 $355K No change
IOT Samsara Inc. Class A 0.12% 8,037 $351K Add +76.3%
RTX RTX Corp. 0.11% 2,681 $310K Reduce -0.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.11% 5,410 $305K Add +1.2%
VOO Vanguard S&P 500 ETF 0.10% 549 $296K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.10% 11,007 $293K Reduce -11.1%
PRF Invesco Rafi US 1000 ETF 0.10% 6,934 $280K No change
ABBV Abbvie Inc. 0.10% 1,542 $274K Add +2.0%
IJH iShares Core S&P Midcap ETF 0.09% 4,345 $271K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.09% 7,909 $270K Reduce -9.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,194 $262K No change
PKG Packaging Corp. of America 0.09% 1,091 $246K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 5,308 $233K Reduce -12.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 757 $204K New
GERN Geron Corp. 0.03% 24,265 $86K No change

Portfolio Sells Q3 2024 → Q4 2024
MSFT Microsoft Corp. Reduce -0.8% 5.33% −0.60
BSCW Invesco Bulletshares 2032 CB Reduce -0.1% 4.46% −0.58
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -14.3% 2.10% −0.56
IJR iShares Core S&P Small-Cap E Reduce -0.4% 4.68% −0.48
PAVE Global X US Infrastructure Reduce -0.5% 4.40% −0.48
BSCT Invesco Bulletshares 2029 CB Reduce -0.3% 2.95% −0.34
TJUL Innovator Equity Defined Pro Reduce -0.8% 3.85% −0.30
HYMB SS SPDR N Ice HY Muni ETF Reduce -0.8% 2.01% −0.24
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.6% 2.17% −0.24
BP BP PLC-Spons ADR Reduce -0.4% 1.51% −0.23
BSCV Invesco Bulletshares 2031 CB Reduce -1.1% 1.63% −0.22
IYH iShares U.S. Healthcare ETF Reduce -1.3% 0.81% −0.18
QQQ Invesco QQQ Trust Series 1 Reduce -0.6% 4.53% −0.18
FNDF Schwab Fndmn Intl LRG Co. ETF Sold out 0.00% −0.16
AAPL Apple Inc. Reduce -0.6% 9.22% −0.12
SCHC Schwab Intl Small-Cap Equity Sold out 0.00% −0.09
CARR Carrier Global Corp. Sold out 0.00% −0.08
EBND State Street SPDR Bloomberg Sold out 0.00% −0.08
USFR Wisdomtree Floating Rate Tre Reduce -0.1% 0.78% −0.06
FSMB First Trust Short Dur Manag Reduce -0.2% 0.63% −0.06
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -9.4% 0.17% −0.06
SCHF Schwab Intl Equity ETF Reduce -11.3% 0.15% −0.05
MRK Merck & Co. Inc. Reduce -0.3% 0.20% −0.05
CVX Chevron Corp. Reduce -5.4% 0.26% −0.04
SGOV iShares 0-3 Month Treasury B Reduce -0.1% 0.41% −0.04
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -11.1% 0.10% −0.03
FNDC Schwab Fndmnt Intl SM Eq ETF Reduce -9.4% 0.09% −0.03
MDY State Street SPDR S&P Midcap Reduce -0.2% 0.20% −0.02
RTX RTX Corp. Reduce -0.6% 0.11% −0.02
BAC Bank of America Corp. Reduce -12.2% 0.08% −0.01
FXO First Trust Financial Alphad Reduce -0.3% 0.27% −0.01
BX Blackstone Inc. Reduce -0.2% 3.08% +0.11
CFLT Confluent Inc. Class A Reduce -0.5% 0.86% +0.18
SNOW Snowflake Inc. Reduce -0.6% 1.28% +0.24
AMZN Amazon.com Inc. Reduce -0.6% 5.75% +0.44
IBIT iShares Bitcoin Trust ETF Reduce -0.4% 2.30% +0.60

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +138.6% 8.27% +4.98
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.07% +0.07
IOT Samsara Inc. Class A Add +76.3% 0.12% +0.04
WMT Walmart Inc. Add +10.9% 0.22% +0.03
HLAL Wahed Ftse USA Shariah ETF Add +6.2% 0.25% −0.00
JEPQ JPM Nasdaq Equity Premium Add +1.2% 0.11% −0.00
ABBV Abbvie Inc. Add +2.0% 0.10% −0.02
TFLO iShares Treasury Floating Ra Add +0.3% 2.55% −0.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 97$509.9MIBDT, GOOGL, IBMQ, AAPL, FDX
Q2 2025 89$300.9MFDX, GOOGL, AAPL, CFLT, MSFT
Q1 2025 83$294.4MCFLT, AAPL, FDX, GOOGL, AMZN
Q4 2024 79$285.4MFDX, AAPL, GOOGL, AMZN, MSFT
Q3 2024 82$263.7MFDX, AAPL, MSFT, AMZN, IJR
Q2 2024 62$238.0MFDX, AAPL, MSFT, AMZN, BSCW
Q1 2024 64$233.6MFDX, AAPL, MSFT, AMZN, BSCW